Once all of the stages have been configured, switch the Enable Global Rollup Stages toggle to “ON” to enable this feature database wide. It is crucial that the stages are configured prior to enabling this feature or users will not see any configured stages.

If you would like to require users to utilize the global stages (recommended) check the option to Require when Creating New Rollups. Moving forward all lists will utilize the global stages – this will not be retroactive.

Assign Global Stages to a Rollup

When creating a new rollup list, a user will choose if they would like to assign Global Stages to it, unless required.

Choose Rollups from the main toolbar

Choose Add Rollup from the action items on the right

Enter a Rollup Name

Change Global Stages to “Yes” (If required, skip this step as this dropdown will not appear)

Upon doing so, the stage template dropdown becomes available; select the template that should be applied to the rollup stages on that particular rollup list.